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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,736 | $160,059+90.4% | $140,019+117.6% | $135,380+125.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.20% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $28,384 | $6,420+342.1% | $5,605+406.4% | $4,779+493.9% |
| Participant deferral / active EE | $22,323 | $7,641+192.2% | $6,927+222.3% | $5,609+298.0% |
| Admin fee / account holder | $12,856 | $13,328-3.5% | $10,705+20.1% | $10,828+18.7% |